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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,141 | $138,102-71.7% | $125,381-68.8% | $134,532-70.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.64% | 750.73%-762.4pp | 572.31%-583.9pp | 418.27%-429.9pp |
| Employer contribution / active EE | $5,267 | $5,245+0.4% | $4,815+9.4% | $4,741+11.1% |
| Participant deferral / active EE | $8,637 | $7,801+10.7% | $7,448+16.0% | $6,401+34.9% |
| Admin fee / account holder | $674 | $11,568-94.2% | $10,007-93.3% | $11,429-94.1% |